VFA

Voya Financial Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 10.39%
This Quarter Est. Return
1 Year Est. Return
+10.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$676M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.3M
3
+$11.3M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$10.3M
2
+$9.46M
3
+$8.34M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.59M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.44M

Sector Composition

1 Healthcare 4.59%
2 Financials 4.22%
3 Technology 3.99%
4 Industrials 3.58%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$268K 0.04%
3,938
+433
277
$268K 0.04%
+10,224
278
$267K 0.04%
14,459
+110
279
$267K 0.04%
7,492
+272
280
$267K 0.04%
+10,445
281
$261K 0.04%
13,758
+2,763
282
$259K 0.04%
+3,885
283
$259K 0.04%
8,850
284
$255K 0.04%
6,960
+213
285
$253K 0.04%
1,792
+56
286
$252K 0.04%
+4,127
287
$250K 0.04%
+2,263
288
$250K 0.04%
+8,583
289
$250K 0.04%
1,752
+19
290
$249K 0.04%
28,794
+1,260
291
$249K 0.04%
+4,624
292
$248K 0.04%
786
-4,850
293
$246K 0.04%
4,354
294
$245K 0.04%
+5,278
295
$245K 0.04%
3,547
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296
$243K 0.04%
3,474
+677
297
$242K 0.04%
5,580
+526
298
$241K 0.04%
5,702
-1,176
299
$238K 0.04%
6,940
-299
300
$238K 0.04%
+4,077
10 11
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